Avantax Planning Partners, Inc. Ishares Russell 2000 Gwt ETF Transaction History

Avantax Planning Partners, Inc.

$2.81 Billion
Q1 2025

A detailed history of Avantax Planning Partners, Inc. transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 32,887 shares of IWO stock, worth $9.63 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

32,887

Previous 17,121 92.09%

Holding current value

$9.63 Million

Previous $4.93 Million 70.55%

% of portfolio

0.3%

Previous 0.18%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	BUY	$254.58 - $302.92 $4.01 Million - $4.78 Million	15,766 Added 92.09%	32,887 $8.4 Million
Q4 2024 Feb 07, 2025	BUY	$278.19 - $315.36 $517,989 - $587,200	1,862 Added 12.2%	17,121 $4.93 Million
Q3 2024 Nov 13, 2024	SELL	$256.4 - $289.78 $1.72 Million - $1.95 Million	-6,713 Reduced 30.55%	15,259 $4.33 Million
Q2 2024 Aug 09, 2024	SELL	$245.29 - $268.7 $1.16 Million - $1.27 Million	-4,715 Reduced 17.67%	21,972 $5.77 Million
Q1 2024 May 02, 2024	SELL	$239.5 - $270.8 $24.7 Million - $27.9 Million	-103,025 Reduced 79.43%	26,687 $7.23 Million
Q4 2023 Feb 09, 2024	SELL	$204.07 - $257.57 $340,388 - $429,626	-1,668 Reduced 1.27%	129,712 $32.7 Million
Q3 2023 Nov 03, 2023	BUY	$221.24 - $254.04 $368,143 - $422,722	1,664 Added 1.28%	131,380 $29.4 Million
Q2 2023 Jul 17, 2023	BUY	$219.8 - $242.66 $607,527 - $670,712	2,764 Added 2.18%	129,716 $31.5 Million
Q1 2023 Apr 20, 2023	BUY	$212.51 - $245.01 $432,032 - $498,105	2,033 Added 1.63%	126,952 $28.8 Million
Q4 2022 Feb 09, 2023	BUY	$205.84 - $231.03 $3.92 Million - $4.4 Million	19,045 Added 17.99%	124,919 $26.8 Million
Q3 2022 Oct 14, 2022	BUY	$202.93 - $248.43 $2.54 Million - $3.11 Million	12,537 Added 13.43%	105,874 $21.9 Million
Q2 2022 Jul 18, 2022	BUY	$194.2 - $261.13 $4.25 Million - $5.72 Million	21,900 Added 30.66%	93,337 $19.3 Million
Q1 2022 May 09, 2022	SELL	$234.1 - $296.68 $143,971 - $182,458	-615 Reduced 0.85%	71,437 $18.3 Million
Q4 2021 Jan 28, 2022	BUY	$280.02 - $327.35 $6.73 Million - $7.86 Million	24,026 Added 50.03%	72,052 $21.1 Million
Q3 2021 Oct 27, 2021	SELL	$284.4 - $314.06 $571,644 - $631,260	-2,010 Reduced 4.02%	48,026 $14.1 Million
Q2 2021 Aug 10, 2021	BUY	$278.74 - $313.3 $2.15 Million - $2.41 Million	7,706 Added 18.2%	50,036 $15.6 Million
Q1 2021 May 06, 2021	BUY	$282.5 - $336.63 $1.12 Million - $1.33 Million	3,964 Added 10.33%	42,330 $12.7 Million
Q4 2020 Feb 04, 2021	BUY	$223.17 - $294.86 $215,135 - $284,245	964 Added 2.58%	38,366 $11 Million
Q3 2020 Oct 28, 2020	BUY	$203.91 - $230.98 $3.76 Million - $4.26 Million	18,453 Added 97.38%	37,402 $8.29 Million
Q2 2020 Jul 15, 2020	BUY	$145.61 - $213.67 $724,992 - $1.06 Million	4,979 Added 35.64%	18,949 $3.92 Million
Q1 2020 Apr 27, 2020	SELL	$135.58 - $225.25 $98,295 - $163,306	-725 Reduced 4.93%	13,970 $2.21 Million
Q4 2019 Jan 15, 2020	SELL	$186.63 - $216.19 $25,941 - $30,050	-139 Reduced 0.94%	14,695 $3.15 Million
Q3 2019 Nov 08, 2019	SELL	$189.94 - $205.08 $48,814 - $52,705	-257 Reduced 1.7%	14,834 $2.86 Million
Q2 2019 Aug 07, 2019	SELL	$187.22 - $206.14 $26,959 - $29,684	-144 Reduced 0.95%	15,091 $3.03 Million
Q1 2019 May 08, 2019	SELL	$164.26 - $202.05 $62,911 - $77,385	-383 Reduced 2.45%	15,235 $3 Million
Q4 2018 Feb 14, 2019	BUY	$156.33 - $211.73 $311,878 - $422,401	1,995 Added 14.64%	15,618 $2.62 Million
Q3 2018 Nov 13, 2018	SELL	$204.76 - $220.33 $15,152 - $16,304	-74 Reduced 0.54%	13,623 $2.93 Million
Q2 2018 Aug 13, 2018	SELL	$185.51 - $214.36 $15,211 - $17,577	-82 Reduced 0.6%	13,697 $2.8 Million
Q1 2018 May 15, 2018	SELL	$179.86 - $200.59 $173,205 - $193,168	-963 Reduced 6.53%	13,779 $2.63 Million
Q4 2017 Feb 09, 2018	SELL	$177.13 - $188.2 $758,293 - $805,684	-4,281 Reduced 22.5%	14,742 $2.75 Million
Q3 2017 Oct 19, 2017	BUY	$173.97 - $178.96 $3.31 Million - $3.4 Million	19,023	19,023 $3.4 Million

Others Institutions Holding IWO

# of Institutions

1,099

Shares Held

32.9M

Call Options Held

40.4K

Put Options Held

28K

View Full List

About ISHARES RUSSELL 2000 GWT ETF

Ticker IWO
Sector ETFs
Industry ETFs

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Avantax Planning Partners, Inc. Ishares Russell 2000 Gwt ETF Transaction History